Onsite Training

Onsite at your premises

Based on the course content of the Sage run classroom courses, you can learn at your premises on your preferred date, and have multiple delegates attend. This makes the onsite option significantly better value than paying classroom course fees (per delegate).

If you require any advice or assistance, please contact us or call us on 0115 871 3187 to speak with an consultant.


Sage 50 Accounts Level 1

  • Use shortcut keys and navigate around your software
  • Deal with company settings and access rights
  • Backup, restore and check your data
  • Configure the chart of accounts
  • Create and maintain nominal records and budgets
  • Prepare, plan and post opening balances
  • Set up customer details, defaults, terms and status
  • Set up supplier details, defaults and terms
  • Work with bank, cash, credit card payments and receipts
  • Post invoices and credit notes
  • Record customer receipts and disputed items
  • Post payments, match credit notes and payments on account
  • Post journals
  • Check and correct transactions

More information >>


Sage 50 Accounts Level 2

  • Perform a bank reconciliation
  • Apply search criteria, multiple searches and wild cards
  • Review the ageing frequency on outstanding invoices, age invoices and produce ageing reports
  • Understand the different types of customer correspondence
  • Flag invoices in dispute, write off customer or supplier transactions and adjust VAT accordingly
  • Set up and process recurring transactions
  • Set up and post depreciation and dispose of an asset
  • Set up and process prepayments and accruals
  • Deal with the VAT return and run the year end
  • Produce profit and loss, balance sheet, budget reports, departmental reports and transfer basic information to Microsoft® Excel and Word
  • Understand and interpret the results from your management reports

More information >>


Sage 50 Accounts Level 3

  • Review and ageing frequency on outstanding invoices
  • Produce ageing reports
  • Understand the different types of customer correspondence
  • Flat invoices in dispute, write off customer or supplier transactions and adjust VAT accordingly
  • Review the cash flow forecast
  • Produce profit and loss, balance sheet, budget reports, departmental reports and transfer basic information to Microsoft Excel
  • Understand and interpret the results from your management reports
  • Set up and post depreciation and dispose of an asset
  • Set up and process prepayments and accruals
  • Deal with the VAT Return
  • Run the year end

More information >>


Sage 50 Accounts Level 4

  • Plan a stock system
  • Create product records
  • Set up a product assembly
  • Enter opening balances for stock levels
  • Perform stock take and make adjustments
  • Perform stock period end and year end
  • Set up and maintain pricing and discount structures
  • Create and process sales and purchase orders
  • Create multiple delivery addresses
  • Create quotes, pro-formas, invoices and credit notes
  • Setup recurring invoices and orders

More information >>


 Sage 50 Accounts Report Design

  • Create new reports using the report wizard, amend fixed reports, select variables, sort information and amend the page layout
  • Insert calculations into a report and change the presentation of information
  • Improve presentation by adding sub-totals and grand totals
  • Add filters to a report to select specific information
  • Split debits and credits and produce meaningful transaction totals
  • Selection filters, advanced filters and advanced criteria
  • Create overdue account letters and sales promotions using specific criteria and expressions
  • Amend an existing invoice, letter or order layout

More information >>


Bespoke Training

 (Choose your content)

Don’t require a full training course. Select the areas of accounts you require training on and speak to one of our consultants/trainers to determine what amount of time should be allocated for the training session. Onsite training can be booked as full day or half day sessions.If you require any advice or assistance, please contact us on (***********) to speak with an consultant.

  • Chart of Accounts
  • Nominal ledger and reporting
  • Budgeting
  • Set up of Customer and Supplier accounts
  • Sales and Purchase invoices
  • Report Designer (additional charges may apply)
  • Bank- receiving and paying
  • Bank reconciliation
  • VAT
  • Reporting
  • Fixed assets
  • Credit control
  • Project costing
  • Stock/ Product
  • Purchase/Sales Order Processing
  • Foreign trade/currency
  • Year End Routines
  • Accruals and Prepayments

More information >>


Benefits                                                                  Classroom Training